Zynga IPO Offers Another Play, Money Pro Says

Zynga, with one of the most anticipated initial public offerings of the year, could spur a rally in one of its competitors, one investment pro said Monday on “Fast Money.”

“If Zenga has a big pop on Wednesday, you’re going to see Electronic Arts move in favor with that,” said Simon Baker, CEO of Baker Avenue Asset Management. “Not too many of us are going to get much stock in Zynga this week.”

Strong Second Derivative on Zynga IPO

A look ahead of a busy week in IPOs as the most talked about names to go public include Facebook's biggest game maker, Zynga. Simon Baker, Baker Avenue Asset Management CEO, explains why there is a strong second derivative trade for Zynga.

Baker looked favorably on Electronic Arts’ recent $750 million acquisition of PopCap Games, maker of popular titles for Facebook and the iPhone, such as “Bejeweled” and “Plants vs Zombies.”

PopCap has been profitable since its founding, generating $100 million in 2010 revenue.

While video game sales were up 0.4 percent year over year in November to $3 billion, Baker said “Lord of Ultima,” one of EA’s games, was broadening its demographic.

“It’s not just the young folks playing,” he said. “Its granny, mum, dad, kids — I mean, no one else has done this in the gaming industry.”

Electronic Arts traded in the $21 range Monday, and the company has a market capitalization of $7.16 billion.

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Trader disclosure: On Dec. 12, 2011, the following stocks and commodities mentioned or intended to be mentioned on CNBC’s "Fast Money" were owned by the "Fast Money" traders: Kelly is long IWM; Kelly is long LNG; Kelly is long EUR; Kelly is long CHF; Cortes is long; Cortes is long Treasuries; Cortes is long INTC; Cortes is long SVU; Cortes is long TSN; Cortes is short; Cortes is short AUD; Cortes is short EUR; Cortes is short GBP; Cortes is short AAPL; Cortes is short DB; Cortes is short Crude; Grasso owns ASTM; Grasso owns AVAV; Grasso owns BA; Grasso owns D; Grasso owns LIT; Grasso owns MHY; Grasso owns PFE; Grasso owns PRST; Grasso owns S; Grasso owns XLU; Weiss owns EUO; Weiss owns JPM; Weiss owns QCOM; Weiss owns HPQ; Weiss owns GM

For Colin Gillis Investment banking (next 3 months): BGC Financial LP and/or its affiliates, expect to receive, or intend to seek, compensation for investment banking services within the next three months from all of the companies referenced within this report.

Lead or Co-manager: BGC Financial LP and/or its affiliates, has not acted as lead or co-manager in a public offering of equity and/or debt securities for Amazon within the last 12 months. BGC Financial LP and/or its affiliates has not received compensation for investment banking services in the last 12 months from Amazon.

For Dennis Gartman Gartman is short Euro

Gartman is long equities

For Craig Berger FBR acts as a market maker or liquidity provider for the company's securities: INTC.